Add Files to a Deal

Files can be added to a Deal by uploading them directly to the Deal, adding existing files from All Files, or adding the same file to multiple Deals. Files added to a Deal remain internal to your team until you share them through a Vault.

Add Files from All Files

Use this method to attach an existing file to one or more Deals.

1. Go to Files.
2. In the file row, click Add to Deal.
3. Select one or more Deals.

The file is added to each selected Deal and marked with corresponding Deal badges.

Add Files from the Deal Page

You can also add existing files to a Deal from within the Deal itself.

1. Open the Deal.
2. Go to Resources.
3. Click Add Content, then Add from All Files.
4. Search for the file and add it.

The file appears on the Deal and in All Files, with a Deal badge showing where it is used. Deal files remain internal to the Deal Team until you add them to a Vault.

Upload Files Directly to a Deal

This is the fastest option when the file is Deal-specific. Files uploaded to a Deal will still be accessible from the All Files page.